Building a great evaluation form takes careful thought, and discovering a layout problem after the form is already live is the kind of thing that creates extra work for everyone. Flo is the fastest shipping company in the legal talent industry, and part of shipping fast means making sure what we ship actually works the way you need it to. The new form preview capability is a direct result of that thinking.
Admins building evaluation forms had no way to see what the finished product would look like from an employee's perspective until the form was already out in the world. Catching a confusing question order, a formatting issue, or a missing instruction meant either pulling the form back or leaving people to work through a flawed experience. That's a frustrating position to be in when you've put real effort into designing the review cycle.
Admins can now preview any evaluation form at any point during the build process. When creating a new form, or when editing an existing one from the form bank, a Preview button appears in the lower left corner. Clicking it opens a read-only version of the form in a new tab, exactly as an employee completing the form would see it.
This works for forms in progress, so you can check your work at any stage rather than only after saving. The preview reflects whatever state the form is currently in, giving you an accurate look before anything is finalized.
This removes a blind spot that made form design feel like guesswork. You can now validate the employee experience before a single reviewer touches the form. Questions that look fine in the editor but read awkwardly in context are easy to catch and fix. Formatting, question flow, and instructions all render exactly as employees will see them.
For teams running complex review cycles with multiple form types, this is especially useful. You can QA each form independently, share a preview tab with a colleague for a second opinion, and go live with confidence instead of crossed fingers.
If there are other points in the review cycle workflow where you're flying blind, tell us where. That's how this gets better. If you're a Flo client and want to dig in, or you're new to Flo and curious how it works, book a demo and we'll walk you through it.